See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,339 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,358 | $44,960+152.1% | $84,966+33.4% | $74,495+52.2% |
| Participation rate | 73.4% | 49.4%+24.0pp | 67.5%+5.9pp | 67.2%+6.2pp |
| Annual return | 14.57% | 26.24%-11.7pp | 66.38%-51.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,645 | $1,457+150.1% | $2,727+33.7% | $2,623+39.0% |
| Participant deferral / active EE | $7,279 | $2,731+166.5% | $4,519+61.1% | $4,346+67.5% |
| Admin fee / account holder | $30 | $2,209-98.6% | $6,149-99.5% | $1,942-98.4% |